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Rådgivning hos Alfred Berg
«Rådgivning er service og effektiviserer hverdagen for investor»
Royal Christiania, 20. november 2014
AGENDA
• Kort om Alfred Berg Kapitalforvaltning.
• Hvorfor er rådgivning viktig?
• Rådgivning hos Alfred Berg hjelper deg å navigere.
• Vårt rådgivningskonsept.
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2
Kort om Alfred Berg
Kapitalforvaltning.
VÅRT HJEMMEMARKED
AN EXTENSIVE PRODUCT RANGE MANAGED BY LOCAL
PROFESSIONALS
SWEDEN
NORWAY
FINLAND
Bonds
Money market
Balanced
Large cap equity
Small cap equity
Emerging Europe
Bonds
Money market
Balanced
Thematic
Equity
Bonds
Money market
Balanced
Large cap equity
Small cap equity
NORDIC Nordic high yield
• Large cap equity • Small cap equity • Listed real estate
ALFRED BERG IN THE NORDICS
116 employees in the Nordics
36
31
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The number of employees in each Nordic country is stated in the colored dots.
Source: Alfred Berg, as of March 31, 2014.
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HVEM ER VI?
Specialist
investment
partner
An autonomous asset manager within BNP Paribas Investment Partners,
focusing on Nordic asset classes.
EUR 19.8 billion of assets under management and distribution.
Global reach
The exclusive distributor of BNP Paribas Investment Partners investment
products and services in the Nordics.
Strong, diverse
client base
162 institutional clients, 85 distribution partners and approximately 10,000 private
clients.
Client focused
organization
Rigorous
investment
approach
Offices in Stockholm, Oslo, and Helsinki.
A team of 116 employees, of which 24 are investment professionals and
18 client facing staff.
Lipper and Morningstar awards throughout the Nordics.
Source: Alfred Berg, as of March 31, 2014.
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HISTORIEN
150 years of financial know-how
1863 Alfred Berg is
founded in Sweden
and is named after
the banker Alfred
Berg, who takes
over the operation
in 1901
1985 The company is
acquired by the Volvo
Group and expands its
operations to Norway,
Denmark and Finland.
Offices are also opened in
London, New York and
Moscow
1995 Alfred Berg
is bought by ABN
AMRO. The
operation expands
further, becoming
a strong Nordic
player within a
wide global
network
2006 Alfred Berg
2008 ABN AMRO
is rebranded
Asset Management
across the
is merged into Fortis
Nordics to ABN
Investments and
AMRO
reinstates the Alfred
Berg asset
management
business and brand
2013 Alfred Berg
celebrates 150
years of financial
know how!
2013
2010
2009
2008
2007
2006
2004
1995
1986
1986 Denmark’s
oldest brokerage firm,
Brdr.Trier, which was
established in 1877,
becomes part of
Alfred Berg
1985
1900’s
1863
1900’s Alfred Berg
comes under the
ownership of the
Kahm family
2009 In May BNP
Paribas became the
2004 Alfred Berg’s
majority shareholder in
asset management
Fortis Bank Belgium,
business is
our parent, and will be
integrated in its
combining Fortis
entirety into ABN
2007 ABN
Investments with BNP
AMRO Asset
AMRO is bought
Paribas Investment
Management
by Fortis Bank
Partners
2010 In April the
merger between Fortis
Investments and BNP
Paribas Investment
Partners is completed,
and Alfred Berg
becomes a specialist
Investment Partner
within this network of
asset management
companies
Source: Alfred Berg, as of March 31, 2014.
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Hvorfor rådgivning?
GRIP MULIGHETENE SOM FINNES I FINANSMARKEDET.
“Se på svingningene i markedet som din venn og ikke din fiende,
Warren Buffet”
700
600
500
400
300
200
100
0
Kilde: Bloomberg, Oslo Børs
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Rådgivning hos Alfred
Berg hjelper deg å
navigere?
VIKTIGHETEN AV EN LANGSIKTIG STRATEGI
legg en langsiktig og robust strategi gitt formål og begrensninger......
“Investing with one security in your portfolio is a little like golfing with one
club in your bag.”
Kilde: Storyselling for financial advisors, Scott West & Mitch Anthony
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VIKTIGHETEN AV EN LANGSIKTIG STRATEGI
legg en langsiktig og robust strategi gitt formål og begrensninger......
“Battles aren’t lost in the field. They’re lost in the planning.
That’s why investors need a long-term financial plan.”
700
Nå venter jeg ikke lenger,
jeg kjøper
Bra at jeg kjøpte nå og
ikke ventet
600
Det faller sikkert igjen
500
Kursene stiger. La oss
følge med på markedet
400
300
Hva skjer?
Ok jeg venter til
det stiger
Det var det jeg visste
200
Nei, dette går dårlig..
Jeg selger alt.
100
Godt at jeg solgte meg
ut.
0
Kilde: Bloomberg, Oslo Børs ogStoryselling for financial advisors, Scott West & Mitch Anthony
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LØPENDE TILPASNING
tilpass deg løpende for å kunne dra nytte av mulighetene som
oppstår, men ha alltid målet klart for deg (langsiktige strategien)......
“You can’t change the direction of the wind, but you can change the direction
of your sails.”
Kilde: Storyselling for financial advisors, Scott West & Mitch Anthony
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Vårt
rådgivningskonsept.
VÅR RÅDGIVNINGSMODELL
setter langsiktig strategi samtidig som man utnytter mulighetene som
oppstår......
«Rådgivning er
service og
effektiviserer
hverdagen for
investor»
Kilde: Alfred Berg
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NYSGJERRIG PÅ MER ? KONTAKT OSS…
Alexander Hofsmoen
Telefon: +47 913 34 473
E-post: alexander.hofsmoen@alfredberg.com
Christian H Grosch, CFA
Telefon: +47 916 32 351
E-post: christian.grosch@alfredberg.com
Stockholm
Nybrokajen 5
P.O. Box 70447
SE-107 25 Stockholm
tel. +46 8 562 347 00
Helsinki
Pohjoisesplanadi 37 A
FI-00100 Helsinki
tel. +358 9 2283 21
Oslo
Olav V’s gate 5
P.O. Box 1294 Vika
NO-0111 Oslo
tel. +47 2200 5100
www.alfredberg.se
www.alfredberg.fi
www.alfredberg.no
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DISCLAIMER
DISCLAIMER
This document has been prepared solely for informational purposes and does not constitute 1) an offer to buy or sell or a solicitation of
an offer to buy or sell any security or financial instrument mentioned in this document or 2) any investment advice. Any decision to
invest in the securities described herein should be made after reviewing the most recent version of the prospectus, which can be
obtained free of charge from Alfred Berg or its group companies.
Moreover, prospective investors should conduct such investigations as the investor deems necessary and should seek their own legal,
accounting and tax advice in order to make an independent determination of the suitability and consequences of an investment in the
securities. The opinions contained herein are subject to change without notice.
Investors should ensure themselves that they read the last available version of this document. The material may be partly or totally
based on information from a third party, information we consider as reliable, even though we can not guarantee its accuracy or
completeness.
Past performance or achievements are not indicative of current or future performance. Future return will depend on among others the
development of financial markets, the skill of the portfolio manager, the risk profile of the mutual fund as well as fees for subscription,
redemption and management. The return may become negative due to losses. Changes in exchange rates will influence the value of
the mutual fund.
This document has been issued by Alfred Berg Asset Management which is part of BNP Paribas Investment Partners. For more
information, please contact info@alfredberg.com.
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